Create New Assignments

An assignment is used to define the conditions to be met in order to assign a budget to an application when it is first submitted. A single assignment can have multiple rules included. Likewise, a single budget can have multiple assignments defined as needed.

Tip: A new assignment can also be created by selecting Copy from another item’s options. This will duplicate the item, allowing changes to be made as needed.

Assignments are built from routing rules. Based on configuration, submissions will be routed to the budget and funding source specified when any or all conditions of the rules defined have been met.

Rules are created by choosing the category or form, the field to be used, and the value or condition to be applied. Select the dropdowns below to see the fields that are available for each category.

  • Cash amount requested

  • In-kind amount requested

  • Total amount requested

  • Total remaining requested

  • City

  • Country

  • Postal code

  • State, province, or region

  • Total remaining

  • City

  • Country

  • Postal code

  • State, province, or region

  • Custom column 1 - 10

  • Department name

  • Division

  • Employee type code

  • External employee ID

  • External employee ID 2

  • Full time code ID

  • Hire date

  • Job code ID

  • Region

  • Report group name

  • Site code ID

  1. Navigate to the Program Setup > Budgets area.

  2. Select the Create budget assignment button.

  3. From the Create Budget Assignment page, provide the following information.

    1. Provide a name for the assignment.

    2. Include a description if desired.

    3. Specify the program in the I want applications applying to this program field.

    4. Select the budget in the to be assigned to this budget field.

      Warning: All budgets for the program will be available from which to choose. However, the budget chosen must be in the current program cycle and open for the automation to work when an application is submitted.

    5. Select the funding source in the and funding source field.

    6. Select the Add rule button to begin adding routing rules to this assignment.

      Tip: When rules are used to evaluate an application, the first rule that is true in the sequence is the one that will assign the application.

Once saved, the assignment will appear in the Program Setup > Budgets > Budget Assignments tab.

Note: By default, a new assignment will show a Status of Inactive until it is manually activated. Learn more.

In the example below, applications in the Community Grants program will be routed to the Community Grants budget (YourCause processed source) when the Grant Type is for Local Community Contributions.